Skip to main content
Livermore
Livermore
ZHEN

Capital Wealth Planning, LLC

SEC CIK
0001566728
Latest filing
Aug 14, 2026

GLD holding history

SPDR Gold Trust in every 13F filed by Capital Wealth Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GLD overviewAll 13F holders of GLDFull Q2 2026 holdings

Shares (Q2 2026)
9,436
Value
$3.48M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of GLD by Capital Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,436$3.48M<0.1%+1,689+21.8%AddedHolders
Q1 20267,747$3.33M<0.1%−5,660−42.2%ReducedHolders
Q4 202513,407$5.31M<0.1%−13,565−50.3%ReducedHolders
Q3 202526,972$9.59M0.1%+15,909+143.8%AddedHolders
Q2 202511,063$3.37M<0.1%−12,242−52.5%ReducedHolders
Q1 202523,305$6.72M0.1%+9,899+73.8%AddedHolders
Q4 202413,406$3.25M<0.1%−7,284−35.2%ReducedHolders
Q3 202420,690$5.03M<0.1%+7,919+62.0%AddedHolders
Q2 202412,771$2.75M<0.1%−9,151−41.7%ReducedHolders
Q1 202421,922$4.51M<0.1%+109+0.5%AddedHolders
Q4 202321,813$4.17M<0.1%−440−2.0%ReducedHolders
Q3 202322,253$3.82M<0.1%+6,667+42.8%AddedHolders
Q2 202315,586$2.78M<0.1%+4,986+47.0%AddedHolders
Q1 202310,600$1.94M<0.1%−8,217−43.7%ReducedHolders
Q4 202218,817$3.19M<0.1%−8,664−31.5%ReducedHolders
Q3 202227,481$4.25M0.1%+514+1.9%AddedHolders
Q2 202226,967$4.54M0.1%+499+1.9%AddedHolders
Q1 202226,468$4.78M0.1%−5,665−17.6%ReducedHolders
Q4 202132,133$5.49M0.1%+9,206+40.2%AddedHolders
Q3 202122,927$3.77M0.1%−7,187−23.9%ReducedHolders
Q2 202130,114$4.99M0.1%−797−2.6%ReducedHolders
Q1 202130,911$4.95M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.